Del Gallo Financial Services, LLC

Overview

Del Gallo Financial Services, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and describes itself as a capital allocator that selects outside managers when appropriate. Its business mix includes brokerage activities in real estate and insurance alongside advisory services. Advisory offerings listed by the firm include financial planning, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and delivery of educational seminars and workshops. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly, fixed, and other fee arrangements. The firm does not identify as an active ESG investor and is presented as a single-state, established adviser rather than a newly formed or multi-state practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices